Support internal wholesalers by processing proposals, managing data, building relationships with advisors/TPAs/plan sponsors, and developing consultative sales skills. Learn product knowledge and FINRA requirements while driving results, prioritizing tasks, and preparing to advance into an Internal Sales Director role.

The Associate Internal Sales Director assists the sales team in achieving goals while learning about financial products, emphasizing customer relationship building and effective communication.

As a Financial Consultant, you will provide retirement plan guidance over the phone, assisting customers with account options and fostering relationships.